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New Member
posted Jan 21, 2025 4:42:36 PM

Can't transfer 2023 taxes into 2024 program; macOS

Despite locating and selecting my last year's taxes, they are not getting transferred into this year's program. It just puts me back on the 'front' page again.

 

Mac OS Sonoma 14.5

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2 Replies
Level 8
Jan 21, 2025 4:51:40 PM

are you trying to transfer using a .tax2023 file not a turbotax .pdf file?

Level 15
Jan 21, 2025 5:22:49 PM

Also, in addition to needing the *.tax2023 data file, you can only transfer into a brand new return.  Did you follow these steps?

 

FAQ:  How do I transfer last year's return into the 2024 TurboTax software for Mac?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2021-turbotax-software/L0SKCGkzn_US_en_US